Connect Notion and H&R Block to Build Intelligent Automations
Choose a Trigger
When this happens...
New Data Source Item
Updated Data Source Item
New Page Created
Choose an Action
Automatically do this!
- Request a new Action for H&R Block
Enable Integrations or automations with these events of Notion and H&R Block
Enable Integrations or automations with these events of Notion and H&R Block
Triggers
New Data Source Item
Triggers when a new item is created in a data source.
Updated Data Source Item
Triggers when an item in a selected data source is updated
New Page Created
Triggers when a new page is created in notion.
Actions
Query A Data Source Item
Retrieve results on the basis of query passed to the data source.
Create Data Source Item
Creates a new page (data source item) in the selected Notion data source using provided properties, optional icon/cover, template selection, and content blocks.
Update Data Source Item
Update a Notion data source page: change properties, icon or cover, lock/trash state, apply a template, and optionally replace or append page content.
Find Page By Title
Searches for a page by title
Get Data Source Details
Retrieves a data source in notion using data source id
Add Comment to Page
Adds a new comment to a Page.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Notion and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in Notion triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how Notion data is recorded in H&R Block. This includes choosing which data fields go into which fields of H&R Block, setting up custom formats, and filtering out unwanted information.
The data sync between Notion and H&R Block typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Notion and H&R Block. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Notion
Notion is an all-in-one workspace for note-taking, project management, and task organization. It enables users to create custom pages with embedded databases, kanban boards, wikis, calendars, and reminders.
Learn MoreAbout H&R Block
H&R Block is a leading provider of tax preparation services, offering a range of solutions to help individuals and businesses manage their tax needs efficiently. With a focus on accuracy and customer satisfaction, H&R Block provides both in-person and online tax filing options, ensuring that clients receive the maximum refund possible. The platform also offers tools for tax planning and financial advice, making it a comprehensive resource for all tax-related matters.
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